Wealth and asset management transactions advisory services

A transaction is one of the most complex and risky business propositions an organization can undertake. We serve as trusted advisors to our clients, helping them make better and more informed decisions about how they strategically manage capital and transactions. We have client relationships with many of the world’s highest quality wealth and asset management firms.

Our advice is global and focuses on the capital agenda, which helps us provide a full range of integrated services that are aligned to the objectives of our wealth and asset management clients. Whether you’re preserving, optimizing, raising or investing capital, our transactions team brings together a robust combination of skills, insight, relationships and experience to deliver tailored advice.

We operate across three sub-service lines globally:

Transaction support (focused on financial due diligence)

Transaction tax

Capital transformation, which includes the following competencies:

Valuation and business modeling

Restructuring

Lead advisory (mergers and acquisitions advisory and capital-related advisory)

Operational transaction services

We advise our clients on areas impacting transactions, including:

Strategic alternatives

Financial and tactical advice relating to acquisitions or divestitures

Quality of assets under management and its related earning streams

Changes in the customer base with an assessment of concentrations, profitability and attrition

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.